James Mcnally is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is a private landlord. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Joyce Torricos is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Raymond James & Associates for seven years and has been involved in the music industry as an artist and musician with Kami Ocean and The Rhythm since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Gabriel Nussbaum is a Series 66 licensed advisor with LPL Enterprise, LLC, located in Greer, SC, and has two years of industry experience. His background includes roles at Johnson Controls Inc. and LPL Financial, among others. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. Their investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Rachel Pace is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Schur is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Merrill since 1992 and concurrently affiliated with Bank of America, NA since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Culp is a financial advisor with Thrivent Investment Management in Greenville, SC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Culp serves as a board member and secretary of EM Greenville, a small charity that distributes donor-directed funds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering these services without discretionary trading authority and without serving institutional portfolio management or adviser selection roles.

Mackenzie Muyco is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Raymond James & Associates, Muyco worked at NewEdge Securities, Inc. and Millie Lewis. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chandler Elkins is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and a variety of other companies. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services for a large client base.

John Foster is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has been with various Raymond James entities since 2013. Foster is a partner in Hartview LLC, a family business that owns shares in Dunean Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

John Stephens Jr. is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Kenneth Parham is a Financial Advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2007 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jacob Farley is a CFP® professional currently with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including one year at Vessel Medical prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients across individual, institutional, and corporate segments. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joy Jennings is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked in the hospitality and service industries, including positions at Outback Steakhouse and Southern Oaks Venue & Catering. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jake Ballew is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his financial advisory career in 2026. Prior to joining Edward Jones, he worked at Greene Finney Cauley, LLP and held roles at Ambassador Personnel, Inc/Smith Drug Co, with additional experience in education at the University of South Carolina-Upstate and junior high and high school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kestra Investment Services LLC and Elevation Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Scott Daniels is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 24 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at AIG Capital Services, Inc. and Sunamerica Retirement Markets, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Blackwelder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Cambridge since 2019. Outside of his advisory role, he is a committee member of Covenant Church in Greer, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts with financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm offers various portfolio management solutions, including proprietary models and third-party strategies, tailored to client objectives across multiple platform arrangements.

Michael Candee is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2026, following prior roles at LPL Financial, INVEST Financial Corp, and United Community Banks, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and supports advisory programs through a large network of advisors.

Suzanne Ellis is a financial advisor at OSAIC Wealth Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth Inc serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing firm-provided asset-allocation tools, third-party platforms, and a range of investment options.

Mark Allen is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.